Integrate Pandle with TeamWave

Send information between Pandle and TeamWave automatically, without writing any code, using Zoho Flow.

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Start a new project in TeamWave whenever a new project is launched in Pandle

Reduce discrepancies between cloud-based accounting application and integrated business suite by auto-syncing project details. This flow will initiate a new project in TeamWave when a new project is established in Pandle.

How it works
  1. The flow triggers when a new project is added in Pandle.
  2. Zoho Flow creates a new project in TeamWave.
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Start a new project in TeamWave whenever a new project is launched in Pandle

Pandle + TeamWave

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Supported triggers and actions

Integrate Pandle and TeamWave using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer added

Triggers when a new customer is added

Supplier added

Triggers when a new supplier is added

Project added

Triggers when a new project is added

Customer invoice created

Triggers when a new customer invoice is created

Supplier invoice created

Triggers when a new supplier invoice is created

Quote added

Triggers when a new quote is added

All Actions - Actions are the automated tasks

Create quote

Creates a new quote

Create supplier

Creates a new supplier

Create customer

Creates a new customer

Create project

Creates a new project

Update project

Updates the details of an existing project

Convert quote to invoice

Converts the specified quote to an invoice

Fetch customer

Fetches the details of an existing customer

Fetch supplier

Fetches the details of an existing supplier

Create organization

Creates a new organization

Create event

Creates a new event

Create deal

Creates a new deal

Create task

Creates a new task

Create activity

Creates a new activity

Create project

Creates a new project

Create task list

Creates a new task list

Create milestone

Creates a new milestone

Create person

Creates a new person

Update person

Updates the details of an existing person

Update task

Updates the details of an existing task

Update deal

Updates the details of an existing deal

Update event

Update the details of an existing event

Update organization

Updates the details of an existing organization

What is Pandle?

Pandle is a cloud-based accounting application designed for small businesses. It helps you streamline accounting activities such as invoicing, receipt uploads, payroll services, and more.

Accounting

What is TeamWave?

TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.

CRM HR Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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